Please Note: Newly admitted NY attorneys cannot fulfill ethics or skills credits through our on-demand programs under OCA rules. For more information on this, please see http://www.nycourts.gov/attorneys/cle/changes_for_2016.shtml.
A greater understanding of the client’s financial matters allows the attorney to better service the client and to possibly generate additional services for the client and billings for the law firm. This program is a comprehensive seminar, designed to familiarize the attorney with the structure and contents of the client’s financial statements and tax returns. Items to be covered in this program include: • Overview and Purposes of Financial Statements • Types of Financial Statements • Levels of Accountant’s Report • Contents of Financial Statements • Overview of Tax Returns of Various Business Entities • Common Differences Between Financial Statement and Tax Return Reporting